Cane CapitalAdmin
Asset Management Acquisitions Launcher Login accounts
Team
Roles, permissions and display names. Names here populate the assignee dropdowns in Task Tracker and Compliance.
Login accounts and passwords are separate — those live on the Worker and are managed from the launcher's Admin panel. This page does not create logins.
What the roles mean
Roles here describe intent and drive what the interface offers. They are not a security boundary on their own — that lives in the Worker, which is where access is actually enforced.
RoleIntended access
Owner Everything, including team management and investor access.
Manager Full access to assigned deals. No team management.
Analyst Operational trackers and underwriting. No distributions, no investor contact details.
Accountant Financials and statements only. No investor contact details.
Read only Can view, cannot change anything.
Diagnostics
Check that document storage is reachable and correctly bound.
Asset Management dropdowns
Edit the options that appear in dropdowns across Asset Management. Renaming an option updates existing records that use it.
Acquisitions dropdowns
Options used by the Pipeline, Broker CRM and Due Diligence pages.